Skip to content
GreenPeak.EI
Get access →
← Back to investors
CW

Family Office

Circle Wealth Management

Summit, United Stateswww.circlewm.com/
11
Contacts
0
Mandates
✦ AI-enriched · 1 field · 75% confData completeness 55%Updated 2026-06-12Sources: FINTRX

Mandate & appetite

Preferred strategies
Hedge FundsPrivate EquityReal Estate
Target geographies
Global
Typical ticket
—
AUM
$14.1B
Real-asset allocation
—
Appetite
—

Investor profile

Institutional investor. based in Summit United States. LP type: Family Office. Asset class focus: Hedge Funds, Private Equity, Public Equity. Geographic focus: Global. Sectors: office. Active real asset investor

Similar investors

Comparable allocators

WM

Family Office

Wealth Management Solutions, LLC

Newport Beach, United States

Institutional investor. based in Newport Beach United States. LP type: Family Office. Asset class focus: Alternative Investments, Fixed Income, Public Equity, Real Estate. Geographic focus: Global. Sectors: office. Active real asset investor

Real EstateFixed Income
—0 contacts
CF

Family Office

Collective Family Office, LLC

York, PA, United States

Institutional investor. based in York, PA United States. LP type: Family Office. Asset class focus: Fund of Funds, Public Equity. Geographic focus: Global. Sectors: office, senior_living. Active real asset investor

Real Estate
—0 contacts
MW

Family Office

Mission Wealth

Santa Barbara, United States

Institutional investor. based in Santa Barbara United States. LP type: Family Office. Asset class focus: Alternative Investments, Hedge Funds, Private Debt, Private Equity, Public Equity, Real Estate. Geographic focus: Global. Sectors: office. Active real asset investor

Private EquityHedge FundsPrivate CreditReal Estate
—0 contacts
CW

Other

CM Wealth Advisors

Beachwood, OH, United States

Institutional investor. based in Beachwood, OH United States. LP type: Family Office. Asset class focus: Fund of Funds, Public Equity. Geographic focus: Global. Sectors: office, senior_living. Active real asset investor

Real Estate
—0 contacts
1W

Family Office

1650 Wealth Family Office, LLC

Lighthouse Point, United States

Institutional investor. based in Lighthouse Point United States. LP type: Family Office. Asset class focus: Alternative Investments, Fund of Funds, Hedge Funds, Public Equity, Real Estate. Geographic focus: Global. Sectors: hotels, office. Active real asset investor

Commodities, Fixed Income, Geographic Focus, Hedge Funds, Infrastructure, Private Credit, Private Equity, Public Equities, Reinsurance & Insurance-Linked, Thematic Growth
—0 contacts
DW

Other

Dow Wealth Management Family Office

United States

Institutional investor. based in. LP type: Family Office. Sectors: office. Active real asset investor

Real Estate
—0 contacts